See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,028 | $102,317-22.8% | $146,958-46.2% | $80,856-2.3% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 10.17% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,331 | $3,713-64.2% | $4,933-73.0% | $2,755-51.7% |
| Participant deferral / active EE | $2,019 | $6,644-69.6% | $8,070-75.0% | $4,296-53.0% |
| Admin fee / account holder | $2,765 | $7,941-65.2% | $12,998-78.7% | $6,918-60.0% |